See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,489 | $167,307-35.2% | $143,757-24.5% | $134,475-19.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.74% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,563 | $5,619-36.6% | $4,951-28.0% | $4,740-24.8% |
| Participant deferral / active EE | $5,139 | $6,446-20.3% | $5,637-8.8% | $6,400-19.7% |
| Admin fee / account holder | $3,355 | $18,088-81.5% | $14,673-77.1% | $11,426-70.6% |